Chartered wealth planning practice in the heart of Poole are recruiting for a Paraplanner.
You will be working within their advisory team to deliver high-quality paraplanning support to advisers, clients, and prospects.
As a package you will receive a basic salary of upto £45k starting, hybrid and flexible working partterns, financial rewards for introducing new business, employee events, flexible working after probation, death in service, pension 3%, a profit-related bonus scheme, career development, exam support and discounted financial advice.
Contract Full Time: Duties/Responsibilities: Deliver customer-focused specialist advice and services for one area of specialism, keeping up to date with current and emerging legislation, best practice and policy to ensure continuous development and improvement in services.
£20.00 - £25.00 per hour
Duties/Responsibilities
Advise multi-skilled service delivery teams (Customer Solutions, Community Engagement and Case Management) on less complex cases related to the specialism.
Lorien's Pension and Investments Client are looking for additional Process Consultants with experience in Financial Services or Investments & Pensions to join them on an initial 6-month contract.